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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,619 | $108,825-16.7% | $156,181-42.0% | $82,448+9.9% |
| Participation rate | 69.4% | 72.4%-3.0pp | 78.8%-9.5pp | 68.1%+1.3pp |
| Annual return | 13.51% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.1pp |
| Employer contribution / active EE | $484 | $2,870-83.1% | $4,294-88.7% | $2,551-81.0% |
| Participant deferral / active EE | $2,882 | $4,577-37.0% | $6,132-53.0% | $4,139-30.4% |
| Admin fee / account holder | $168 | $9,341-98.2% | $14,586-98.8% | $7,234-97.7% |